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BTW

Boston Trust Walden Portfolio holdings

AUM $13.1B
1-Year Est. Return 24.63%
This Fund
S&P 500
This Quarter Est. Return
+2.48%
1 Year Est. Return
+24.63%
3 Year Est. Return
+61.41%
5 Year Est. Return
+82.17%
10 Year Est. Return
+348.28%
AUM
$13.2B
AUM Growth
-$380M
Cap. Flow
-$518M
Cap. Flow %
-3.91%
Top 10 Hldgs %
19.85%
Holding
401
New
10
Increased
43
Reduced
252
Closed
18

Top Buys

Rank Stock Value
1
DT icon
Dynatrace
DT
+$53.8M
2
ATMU icon
Atmus Filtration Technologies
ATMU
+$41.3M
3
SFM icon
Sprouts Farmers Market
SFM
+$40.4M
4
CVLT icon
Commault Systems
CVLT
+$34.6M
5
BMI icon
Badger Meter
BMI
+$32M

Top Sells

Rank Stock Value
1
ZBRA icon
Zebra Technologies
ZBRA
+$51.5M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$32.3M
3
GOOG icon
Alphabet (Google) Class C
GOOG
+$31M
4
TDC icon
Teradata
TDC
+$30.8M
5
TER icon
Teradyne
TER
+$27.4M

Sector Composition

Rank Sector Weight
1 Technology 24.85%
2 Industrials 15.21%
3 Financials 14.88%
4 Healthcare 13.51%
5 Consumer Discretionary 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.35T
$484M 3.65%
1,000,740
-53,783
-5% -$27M
AAPL icon
2
Apple
AAPL
$4.9T
$422M 3.18%
1,551,190
-45,840
-3% -$12.3M
GOOGL icon
3
Alphabet (Google) Class A
GOOGL
$4.08T
$296M 2.23%
944,188
-113,033
-11% -$32.3M
GOOG icon
4
Alphabet (Google) Class C
GOOG
$4.08T
$258M 1.95%
822,967
-108,290
-12% -$31M
JPM icon
5
JPMorgan Chase
JPM
$933B
$252M 1.9%
782,214
-43,573
-5% -$13.5M
DCI icon
6
Donaldson
DCI
$10.7B
$212M 1.6%
2,392,579
-310,146
-11% -$26.9M
NVDA icon
7
NVIDIA
NVDA
$4.72T
$208M 1.57%
1,115,905
+120,044
+12% +$22.3M
V icon
8
Visa
V
$684B
$173M 1.31%
493,676
-15,462
-3% -$5.27M
ATR icon
9
AptarGroup
ATR
$8.54B
$173M 1.3%
1,414,719
+180,365
+15% +$22.3M
HUBB icon
10
Hubbell
HUBB
$25B
$152M 1.15%
342,413
-8,203
-2% -$3.59M
QLYS icon
11
Qualys
QLYS
$4.99B
$147M 1.11%
1,103,888
-42,401
-4% -$5.83M
JNJ icon
12
Johnson & Johnson
JNJ
$617B
$138M 1.04%
668,626
-45,968
-6% -$9.09M
CFR icon
13
Cullen/Frost Bankers
CFR
$10.3B
$132M 1%
1,043,754
-48,183
-4% -$6.04M
CINF icon
14
Cincinnati Financial
CINF
$26.8B
$127M 0.96%
775,213
-10,243
-1% -$1.66M
AIT icon
15
Applied Industrial Technologies
AIT
$12.6B
$124M 0.94%
484,060
-19,917
-4% -$5.1M
WTS icon
16
Watts Water Technologies
WTS
$11.5B
$121M 0.91%
437,716
-39,897
-8% -$11M
GMED icon
17
Globus Medical
GMED
$10.9B
$119M 0.9%
1,367,987
+182,526
+15% +$13.9M
ACN icon
18
Accenture
ACN
$99.9B
$113M 0.85%
420,875
-37,783
-8% -$9.6M
EXLS icon
19
EXL Service
EXLS
$5.21B
$111M 0.84%
2,608,036
-113,123
-4% -$4.62M
CBSH icon
20
Commerce Bancshares
CBSH
$8.55B
$109M 0.82%
2,084,628
+86,098
+4% +$4.5M
ADP icon
21
Automatic Data Processing
ADP
$105B
$108M 0.81%
418,158
-52,620
-11% -$14M
STAG icon
22
STAG Industrial
STAG
$7.43B
$103M 0.78%
2,813,180
-132,279
-4% -$5.02M
AMAT icon
23
Applied Materials
AMAT
$398B
$103M 0.78%
401,227
-71,670
-15% -$17.2M
CB icon
24
Chubb
CB
$135B
$102M 0.77%
327,355
-15,049
-4% -$4.4M
CSCO icon
25
Cisco
CSCO
$448B
$102M 0.77%
1,324,942
-31,167
-2% -$2.31M
1
2 3 4 5

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Boston Trust Walden's Q4 2025 Portfolio in Review

As of Q4 2025, Boston Trust Walden held 401 positions worth $13.2B, down 2.8% from $13.6B the previous quarter. Its ten largest holdings account for 20% of the portfolio.

Boston Trust Walden withdrew a net $518M in Q4 2025, closing 18 positions and reducing 252 holdings. Its most notable exit was Zebra Technologies, an estimated $51.5M position sold in full.

By sector, the portfolio is most concentrated in Technology at 25% of assets, down from 25% a quarter earlier, followed by Industrials and Financials.

Against the trend, Boston Trust Walden opened a new position in Dynatrace worth $50M.

  • Boston Trust Walden's largest Q4 2025 buy was Dynatrace: 1,153,340 shares worth $50M.
  • Boston Trust Walden added most to Sprouts Farmers Market in Q4 2025, an estimated $40.4M increase.
  • Boston Trust Walden's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $32.3M.
  • Boston Trust Walden fully exited Zebra Technologies in Q4 2025, selling an estimated $51.5M.
  • Boston Trust Walden's ten largest holdings make up 20% of its $13.2B portfolio in Q4 2025.
  • Boston Trust Walden opened 10 new positions and closed 18 in Q4 2025.
  • Boston Trust Walden's portfolio value fell 2.8% quarter-over-quarter to $13.2B.

Based on Boston Trust Walden's 13F filing for Q4 2025, filed 28 Jan 2026.